2023 Form 5500 filing — Fortis Health Retirement Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20260312190804NAL0007271552001) for Fortis Health Retirement Plan, reported by Ehh Holdco, Inc. under EIN 85-4309367 and plan number 001. It reports 243 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20260312190804NAL0007271552001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ehh Holdco, Inc.
- EIN
- 85-4309367
- Plan number
- 001
- Location
- Murray, UT
- Participants
- 243
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,324,988
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,324,988
- Employer contributions
- $285,586
- Participant contributions
- $459,267
- Total income / additions
- $1,567,559
- Benefits paid
- $346,466
- Administrative expenses
- $45,435
- Total expenses
- $391,901
- Net increase / (decrease)
- $1,175,658
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lji Wealth Management, LLC | INVESTMENT SERVICES | $19,496 | not reported in the loaded dataset |
| Nationwide | RECORDKEEPER | $12,061 | $4,234 |
| American Pension Advisors, Ltd | TPA | $5,323 | not reported in the loaded dataset |
| Erisa Smart | THIRD PARTY TRUSTEE | $3,217 | not reported in the loaded dataset |
| Ascensus | INVESTMENT MANAGER | $1,104 | not reported in the loaded dataset |